Your Financial Future
Today’s economic environment presents many challenges
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions. With challenges comes opportunities and potential rewards for those who can identify long-term trends.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Investment and financial planning services are offered by Carol Dixon through her affiliation with HD Vest
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
What can be learned from the savings rate?
Don't let procrastination keep you from pursuing your financial dreams and goals.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps estimate your federal estate tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Agent Jane Bond is on the case, cracking the code on bonds.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Are you ready for retirement? Here are five words you should consider.
How do the markets usually react to elections? Was the 2016 election any different?
The market is as unpredictable as the weather. We’d love to help you prepare.